401(k) · DOL Form 5500 · 2023

Earl Swensson Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
184
Participants Below avg headcount
89th
Percentile by assets National rank
$414,274
Avg per participant High balance/head
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Official DOL plan name: Earl Swensson Associates, Inc. Savings & · Sponsored by Earl Swensson Associates, Inc. · Tennessee · Professional & Technical Services

$76M in assets, 184 participants

Earl Swensson Associates, Inc.'s Earl Swensson Associates, Inc. Savings & reported $76M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,402 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Earl Swensson Associates, Inc. Savings & covers 184 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $76M.

#18,402
in Professional & Technical Services (20,321 peers)
+7.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Earl Swensson Associates, Inc. Savings &'s outsized position by total assets

Earl Swensson Associates, Inc. Savings & vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,226,479 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Earl Swensson Associates, Inc. Savings & among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Earl Swensson Associates, Inc. Savings & sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Earl Swensson Associates, Inc. Savings & reported net income rose from -$15M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Earl Swensson Associates, Inc. Savings & reported participants rose from 168 in the plan year 2022 filing to 184 in the plan year 2023 filing.
  • Earl Swensson Associates, Inc. Savings & end-of-year assets rose from $71M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620897652 · Earl Swensson Associates, Inc. PY 2023 · 401(k)

Earl Swensson Associates, Inc. Savings & · $76M · 184 · 89th

  • SCH $76M
  • SCH 184
  • SCH 89th
  • SCH 401(k)
  • SCH near Coinstar, LLC 401(k) Retirement Savings Plan
  • SCH ind #18402

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Tennessee →

Earl Swensson Associates, Inc. Savings & in the asset neighbourhood

Keeco 401(k) Plan$76MEarl Swensson Associates, Inc. Savings &Earl Swensson Associates, In…$76MCoinstar, LLC 401(k) Retirement Savings PlanCoinstar, LLC 401(k) Retirem…$76MMorning Star Company 401(k) Profit Sharing PlanMorning Star Company 401(k) …$76MPopulous 401(k) Retirement Savings PlanPopulous 401(k) Retirement S…$76M
End-of-year total assets ($M) among Earl Swensson Associates, Inc. Savings & and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$76M
Net Income$5M
Employer EIN620897652
Plan Effective Date1967-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Earl Swensson Associates, Inc.)

Sponsor-wide plan assets over time

All Earl Swensson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 23.484682780949555% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $71.2M $87.9M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 168 $71M
2023 1 184 $76M
2024 1 192 $88M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Earl Swensson Associates, Inc. Savings & vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Earl Swensson Associates, Inc. Savings &, Total assets ($B): 0.076226479 · Participants: 184Earl Swensson Associates, Inc. Savings &Fedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Earl Swensson Associates, Inc. Savings & vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Earl Swensson Associates, Inc. Savings & side-by-side with 3 peers →

Earl Swensson Associates, Inc. Savings &'s out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Coinstar, LLC 401(k) Retirement Savings Plan in WA ($76M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Earl Swensson Associates, Inc. Savings & assets move in 2023? ▼
Earl Swensson Associates, Inc. Savings & grew at a solid clip - up 7.0% during 2023, from $71M to $76M. Reported net income was $5M.
How have Earl Swensson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earl Swensson Associates, Inc.'s sponsor-wide assets grew 23.5%, from $71M to $88M.
Where does Earl Swensson Associates, Inc. Savings & rank by assets among Form 5500 filers? ▼
Earl Swensson Associates, Inc. Savings & ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Earl Swensson Associates, Inc. Savings &? ▼
Among 401(k) plans in other states, the closest by assets is Coinstar, LLC 401(k) Retirement Savings Plan in WA ($76M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Earl Swensson Associates, Inc. Savings &? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620897652.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.